| Revenue growth | FY26 standalone revenue grew 48% YoY; Q4 grew 89% YoY. |
|---|---|
| Margins | Profitability impacted by higher employee costs and logistics; targeting 12-14% PAT. |
| Order book | Inventory-led sales model; 30% of overseas inventory allocated to pending orders. |
| Demand visibility | Resilient demand driven by infrastructure spending and replacement needs across geographies. |
| Management confidence | High, citing strong demand for construction/mining equipment in emerging markets. |
Growth
Standalone Q4 revenue grew 89% YoY to ₹133cr; full-year FY26 standalone revenue rose 48% to ₹313cr.
Outlook
Guided revenue target of ₹600-700cr in 2.5-3 years. HexL sales target of 150 units for FY27.
Risks
Elevated logistics costs from Middle East crisis, currency volatility, and geopolitical disruptions affecting international trade flows.
Last quarter's promises, checked
Delivered
- Guided Rs. 800cr revenue in 3 years → Standalone FY26 Rs. 313cr (on track) (= BEAT)
- Targeted monetization of Rs. 70cr overseas inventory → Q4 revenue grew 89% YoY (= BEAT)
- Guided 11% HexL revenue share (H1 FY26) → FY26 HexL contribution 5% to 9% (= BEAT)
Partly delivered
- Guided 12-14% PAT margin for HexL → Current consolidated PAT margins at 9% (= PARTIAL)
Missed
- Targeted PAT improvement over turnover growth → Q3 reported loss of Rs. 987 lakhs (= MISS)
Earnings Call filed with BSE, NSE: JKIPL. Summary written with AI assistance from the document.
Jinkushal Industries Ltd: key numbers
- Share price
- ₹96.28
- Market cap
- ₹369.6 Cr
- Revenue (annual)
- ₹357.6 Cr
- Net profit (annual)
- ₹12.09 Cr
- P/E (TTM)
- 43.3×Sector 41.4×
- Promoter holding
- 74.99%+0.00% QoQ
- FII holding
- 2.12%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Jinkushal Industries Ltd
All →Jinkushal Industries Credit Rating
CRISIL Ratings reaffirmed Jinkushal Industries Limited's credit ratings at CRISIL BBB/Negative and CRISIL A3+, covering bank facilities totaling Rs.250 Crore.
Jinkushal Industries Merger & Restructuring Worth ₹0.95 Cr
Jinkushal Industries has incorporated a wholly-owned subsidiary, HEXCO GLOBAL HK LIMITED, in Hong Kong to expand its international business activities in the East Asia region.
- Value
- ₹0.95 Cr
Jinkushal Industries Promoter Selling (Off-Market): ₹16.12 Cr
Promoter Sandhya Jain transferred 14.87 lakh shares (3.87% stake) to Anubhavi Jain via gift. The transaction value is approximately ₹16.12 Crore.
- Value
- ₹16.12 Cr
- Promoter stake change
- -3.87%
Jinkushal Industries Promoter Buying (Off-Market): ₹161.2 Cr
Promoter Mrs. Sandhya Jain gifted 14,87,300 shares to Ms. Anubhavi Jain in an off-market inter-se transfer. This transaction aligns with PIT regulation exemptions.
- Value
- ₹161.2 Cr
- Promoter stake change
- +3.87%
Jinkushal Industries Promoter Buying (Off-Market)
Ms. Anubhavi Jain (Promoter) acquired 14.87 lakh shares, representing a 3.87% stake, of Jinkushal Industries from Mrs. Sandhya Jain via an off-market inter-se gift.
- Promoter stake change
- +3.87%
Jinkushal Industries Earnings Call Transcript: Key Takeaways
Jinkushal Industries reported Q1 FY27 revenue of ₹62.08 Cr and PAT of ₹2.20 Cr. The company maintains an export-heavy focus (99%) with its own 'HexL' brand expansion.